Baron Wealth Management LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $228 Billion distributed in 210 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $50.3B, Ishares Core S&P Sm Cap ETF with a value of $23.9B, Mfs Active Exchange Traded F with a value of $12B, Franklin Templeton Libertyq In with a value of $11.4B, and Snap On Inc with a value of $8.07B.
Examining the 13F form we can see an increase of $15.1B in the current position value, from $212B to 228B.
Baron Wealth Management LLC is based out at Troy, MI
Below you can find more details about Baron Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$228 Billion
ETFs: $107 Billion
Technology: $23.2 Billion
Industrials: $18 Billion
Financial Services: $17.8 Billion
Consumer Cyclical: $16.8 Billion
Healthcare: $12.4 Billion
Communication Services: $4.56 Billion
Consumer Defensive: $4.3 Billion
Other: $7.99 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
